Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
761
+125
+20% +$91.8K 0.18% 59
2025
Q1
$437K Sell
636
-11
-2% -$7.56K 0.16% 59
2024
Q4
$471K Buy
+647
New +$471K 0.16% 58